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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,108 | $62,393-8.5% | $120,580-52.6% | $74,478-23.3% |
| Participation rate | 23.4% | 56.8%-33.4pp | 72.0%-48.6pp | 67.2%-43.9pp |
| Annual return | 5.44% | 18.61%-13.2pp | 107.48%-102.0pp | 1370.56%-1365.1pp |
| Employer contribution / active EE | $1,128 | $1,845-38.9% | $3,469-67.5% | $2,626-57.1% |
| Participant deferral / active EE | $1,679 | $2,886-41.8% | $4,995-66.4% | $4,350-61.4% |
| Admin fee / account holder | $1,194 | $2,396-50.2% | $9,418-87.3% | $1,946-38.6% |